See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,028 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $7,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,829 | $55,636-44.6% | $81,983-62.4% | $73,488-58.0% |
| Participation rate | 77.1% | 62.3%+14.8pp | 69.2%+7.8pp | 70.7%+6.4pp |
| Annual return | 15.66% | 19.07%-3.4pp | 41.31%-25.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,502 | $1,625+54.0% | $2,498+0.2% | $2,270+10.2% |
| Participant deferral / active EE | $3,874 | $2,762+40.3% | $3,722+4.1% | $3,740+3.6% |
| Admin fee / account holder | $204 | $493-58.7% | $5,664-96.4% | $513-60.3% |